Devart Excel Add-In for Salesforce - 2026 Pricing, Features, Reviews & Alternatives

Devart Excel Add-in for Salesforce establishes a direct connection between Microsoft Excel and Salesforce CRM, enabling users to manage Salesforce data directly within the Excel environment. The add-in transforms how business professionals, data analysts, and Salesforce administrators work with CRM data by providing a seamless interface for importing, editing, and updating Salesforce records. Organizations that rely on both Salesforce for customer relationship management and Excel for data analysis can eliminate the traditional barriers between these platforms. The add-in supports standard Salesforce objects including contacts, accounts, opportunities, leads, users, attachments, and tasks, as well as custom objects, treating them as native Excel worksheets for enhanced data manipulation capabilities.

The Excel Add-in for Salesforce offers multiple connection methods, including OAuth authentication and credential-based access with security tokens. Connection information can be stored within Excel files or in the system registry for convenient reuse. Data selection is facilitated through a Visual Query Builder that allows users to choose specific tables, columns, and related data with filtering and sorting options. For complex data retrieval requirements, the add-in supports advanced SQL queries that extend beyond native SOQL capabilities. Once data is imported, users can refresh it with a single click to ensure analysis is performed on current information. The editing functionality transforms Excel into a Salesforce data editor where users activate Edit Mode to modify data as they would in any spreadsheet, with changes visually highlighted for clarity. The system performs instant data validation before committing changes back to Salesforce, flagging errors such as incorrect date formats or duplicate primary key values.

Devart Excel Add-in for Salesforce integrates with Microsoft Excel versions 2016, 2019, 2021, and Microsoft 365, providing a consistent experience across different Excel environments. The add-in functions as part of a broader ecosystem of data connectivity solutions, available individually or as part of various bundles including the Excel Add-in Cloud Pack, Database Pack, or Universal Pack. For organizations managing multiple data sources, this integration capability allows for a unified approach to data management across various platforms. The product supports bulk operations for efficient processing of large datasets, making it suitable for enterprise-level data management tasks where performance and scalability are essential requirements. The comprehensive data cleansing and de-duplication capabilities, combined with Excel's analytical tools, provide users with a powerful platform for data processing and analysis of Salesforce information.